Ask your AI
about your
money.
Connect your bank once. Passbook gives you one private link that works in Claude, ChatGPT, Claude Code, Codex, Cursor, or any agent that supports MCP.
Read-only. Nothing can move your money, and your bank login never touches us.
- Claude
- ChatGPT
- Claude Code
- Codex
- Cursor
- Anything with MCP
One link. Every agent.
Paste it into whichever agent you already use. Your data stays fresh on its own.
Connect once, ask anywhere
what did I spend on eating out last month?
$612 across 31 charges, down 18% from September. Blue Bottle alone was $94.
Answers, not spreadsheets
am I on track to max my Roth this year?
You’ve put in $4,500 of $7,000. Two more $1,250 transfers by December gets you there.
Every account in one place
how much cash do I actually have?
$18,240 across Chase, Mercury and Wealthfront, after the $2,100 Amex bill due Friday.
Catch what you’d miss
anything weird on my cards this week?
One thing: a $212 charge from a hotel in Lisbon on Tuesday. You were in SF.